+32.8%
IWD vs LNT
+13.9%
+18.9%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.3% | +2.3% |
| 7D | +2.5% | +7.2% | -4.6% | +1.6% |
| 30D | +6.0% | +15.6% | -9.7% | +4.0% |
| 3M | +3.8% | +5.2% | -1.4% | +3.0% |
| 6M | +16.3% | +1.7% | +14.7% | +16.1% |
| YTD | +27.5% | +17.0% | +10.5% | +24.3% |
| 1Y | +32.8% | +14.2% | +18.6% | +30.4% |
| All | +32.8% | +13.9% | +18.9% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LNT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling